Institutional Ownership Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS). We have compiled data on the 848 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
25,161
shares
|
$2.82 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,141
shares
|
$2.81 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
25,058
shares
|
$2.8 Million
0.27% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
25,050
shares
|
$2.8 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Acuitas Investments, LLC
|
Nov 06, 2024 Q3 2024 |
24,802
shares
|
$2.78 Million
1.28% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
24,537
shares
|
$2.75 Million
0.18% of portfolio
|
Q3 2023
Reduced 57.2%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
23,883
shares
|
$2.67 Million
1.12% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
23,726
shares
|
$2.65 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
23,650
shares
|
$2.65 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23,500
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 53.59%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
23,296
shares
|
$2.61 Million
0.06% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
22,936
shares
|
$2.57 Million
0.88% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,454
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
22,410
shares
|
$2.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
22,156
shares
|
$2.48 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
22,136
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
22,136
shares
|
$2.48 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
21,611
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
21,545
shares
|
$2.41 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
21,370
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
20,833
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
20,702
shares
|
$2.32 Million
0.08% of portfolio
|
Q2 2024
Reduced 42.1%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,656
shares
|
$2.31 Million
0.5% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
20,507
shares
|
$2.29 Million
0.09% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
20,214
shares
|
$2.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.2%
|